See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $534,584 | $202,318+164.2% | $172,739+209.5% | $152,861+249.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 27.48% | 1029.65%-1002.2pp | 802.84%-775.4pp | 345.32%-317.8pp |
| Employer contribution / active EE | $3,424 | $5,856-41.5% | $5,143-33.4% | $4,762-28.1% |
| Participant deferral / active EE | $7,890 | $5,948+32.7% | $5,198+51.8% | $5,850+34.9% |
| Admin fee / account holder | $2,880 | $17,109-83.2% | $13,954-79.4% | $11,596-75.2% |